See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,029 | $108,172+16.5% | $77,482+62.7% | $158,922-20.7% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 19.47% | 31.67%-12.2pp | 54.79%-35.3pp | 302.83%-283.4pp |
| Employer contribution / active EE | $755 | $1,325-43.0% | $986-23.5% | $4,761-84.1% |
| Participant deferral / active EE | $5,652 | $2,456+130.1% | $1,861+203.7% | $5,982-5.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |